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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,205 | $65,685+0.8% | $57,181+15.8% | $273,968-75.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 4.91% | 21.99%-17.1pp | 14.59%-9.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,605 | $3,279-20.6% | $2,682-2.9% | $4,869-46.5% |
| Participant deferral / active EE | $2,093 | $3,781-44.7% | $3,096-32.4% | $5,287-60.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |